In this role, you'll work closely with E-Commerce and Direct-to-Consumer operators to modernize how they manage spend across marketing, inventory, logistics, and vendors, helping fast-growing brands scale efficiently while maintaining financial control.

This role is ideal for someone who is energized by the pace of e-commerce, understands how online brands scale, and enjoys partnering with operators navigating rapid growth and complexity.

Responsibilities:

• Full-Cycle Sales Execution: Own the end-to-end sales process from outbound prospecting to discovery, product demos, and closing deals.

• Pipeline Generation & Management: Consistently source and qualify leads to maintain a strong, reliable pipeline.

• Value-Based Selling: Clearly communicate ROI and business value by understanding each prospect's goals and aligning Brex’s solutions to their needs.

• Customer-Centric Problem Solving: Build trust through insight and service, helping prospects navigate challenges and unlock growth.

• Cross-Functional Collaboration: Work closely with Sales Development, Product, and Underwriting to create a smooth and impactful buyer experience.

• Develop a deep understanding of E-Commerce and Direct-to-Consumer business models, including paid media spend, inventory cycles, cash-flow constraints, fulfillment operations, and supplier payments.

• Engage founders, operators, and finance leaders on challenges tied to scaling online revenue, managing marketing ROI, and balancing growth with financial discipline.

• Tailor Brex’s value proposition to common E-Commerce workflows, including ad platforms, 3PLs, inventory vendors, marketplaces, and subscription-based tools.

• Stay current on trends in the E-Commerce ecosystem and bring market insights back to internal partners to improve messaging, positioning, and execution.

Requirements:

• 1+ years of closing experience in B2B SaaS sales, ideally in a high-volume or new business-focused role.

• A high-performing SDR/BDR background with a strong track record of sourcing and qualifying opportunities due to high self-prospecting requirements in role.

• Strong ability to communicate value and ROI to small or mid-sized business stakeholders.

• Consistent quota attainment and a history of top-tier performance.

• A proactive, self-motivated approach with a focus on results and customer impact.

• Experience selling to or working with E-Commerce and Direct-to-Consumer brands, with a strong understanding of their operational and financial needs.

Bonus points:

• Active participation in the E-Commerce ecosystem, including conferences, events, communities, or professional networks.

• Strong understanding of paid media, online customer acquisition, and the financial implications of scaling e-commerce businesses.

• Familiarity selling financial or operational software used by e-commerce teams (Expense Management, Payments, ERP, AP Automation, Banking, Accounting, etc.).

XML job scraping automation by YubHub

You will collaborate with internal teams, agents, and customers to provide clarity on underwriting guidelines and decisions. As a subject matter expert, you will also contribute insights to improve underwriting strategies, tools, and communication practices, while supporting team learning and continuous improvement.

Key responsibilities include:

• Evaluating new and renewal property risks based on inspection reports, aerial imagery, and available data sources
• Applying underwriting guidelines and professional judgment to determine risk eligibility
• Validating home replacement cost estimates (RCE) and ensuring proper insurance-to-value (ITV) alignment
• Updating policies as needed to reflect accurate risk classification and valuation
• Responding to agent, customer, and internal inquiries regarding underwriting decisions via chat and email
• Communicating underwriting philosophies, guidelines, and expectations clearly to stakeholders
• Leveraging AI-supported tools and data models to enhance underwriting decisions
• Sharing insights and observations to support improvements in underwriting guidelines and strategy
• Participating in calibration sessions, business reviews, and underwriting meetings to strengthen expertise
• Contributing to the development of team knowledge and best practices

XML job scraping automation by YubHub

You will collaborate with internal teams, agents, and customers to provide clarity on underwriting guidelines and decisions. As a subject matter expert, you will also contribute insights to improve underwriting strategies, tools, and communication practices, while supporting team learning and continuous improvement.

Key responsibilities include:

• Evaluating new and renewal property risks based on inspection reports, aerial imagery, and available data sources
• Applying underwriting guidelines and professional judgment to determine risk eligibility
• Validating home replacement cost estimates (RCE) and ensuring proper insurance-to-value (ITV) alignment
• Updating policies as needed to reflect accurate risk classification and valuation
• Responding to agent, customer, and internal inquiries regarding underwriting decisions via chat and email
• Communicating underwriting philosophies, guidelines, and expectations clearly to stakeholders
• Leveraging AI-supported tools and data models to enhance underwriting decisions
• Sharing insights and observations to support improvements in underwriting guidelines and strategy
• Participating in calibration sessions, business reviews, and underwriting meetings to strengthen expertise
• Contributing to the development of team knowledge and best practices

XML job scraping automation by YubHub

As a Senior Credit Advisor, you will be responsible for identifying, structuring, negotiating, and underwriting new credit opportunities. You will build trust with clients, learning new concepts and researching information in real-time to provide creative solutions. You will handle risk and portfolio management with credit products.

Key qualifications for this role include experience in underwriting from start to finish credit memos for various credit products, such as lending secured by marketable securities, single stock, unsecured, commercial real estate, residential mortgages, hedge funds, private equity capital call, art, financial sponsors, unlisted shares, life insurance premium finance, music rights lending, CAT B foreign exchange, and derivatives lending. You will also create credit memos that discuss transaction summaries, loan structures, covenants, collateral, financials spreads, risk and mitigants, strengths and weaknesses, documentation, and recommendations.

Client-facing experience and dealing with Private Bank High Net Worth Clients is essential. Familiarity with credit analysis, relationship building, and Microsoft Office is also required.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift programme, and a comprehensive programme of immersive Sustainability and Climate Change Initiatives.

XML job scraping automation by YubHub

You will collaborate with internal teams, agents, and customers to provide clarity on underwriting guidelines and decisions. As a subject matter expert, you will also contribute insights to improve underwriting strategies, tools, and communication practices, while supporting team learning and continuous improvement.

Key responsibilities include:

• Evaluating new and renewal property risks based on inspection reports, aerial imagery, and available data sources
• Applying underwriting guidelines and professional judgment to determine risk eligibility
• Validating home replacement cost estimates (RCE) and ensuring proper insurance-to-value (ITV) alignment
• Updating policies as needed to reflect accurate risk classification and valuation
• Responding to agent, customer, and internal inquiries regarding underwriting decisions via chat and email
• Communicating underwriting philosophies, guidelines, and expectations clearly to stakeholders
• Leveraging AI-supported tools and data models to enhance underwriting decisions
• Sharing insights and observations to support improvements in underwriting guidelines and strategy
• Participating in calibration sessions, business reviews, and underwriting meetings to strengthen expertise
• Contributing to the development of team knowledge and best practices

XML job scraping automation by YubHub

Key Responsibilities: Data Governance & Analytics

• Develop and implement data analytics strategies to improve operational efficiency, identify trends, and make data-driven decisions.
• Leverage data analytics to improve risk management, underwriting, processing, and other operational areas.
• Identify and implement new data sources, analytics tools, and methodologies to enhance data-driven decision-making.
• Provide insights and recommendations to leadership based on data analysis.

Digital Transformation

• Lead digital transformation initiatives to improve customer experience, automate processes, and enhance operational capabilities.
• Identify and implement new digital technologies and tools to improve efficiency and effectiveness.
• Develop and execute digital transformation roadmaps, ensuring alignment with business objectives.
• Collaborate with technology teams to ensure the successful implementation of digital transformation initiatives.
• Provide training and support teams for adapting to new processes, technologies, and methodologies.
• Monitor and evaluate the impact of changes, ensuring continuous improvement and alignment with organizational objectives.

Leadership and Collaboration:

• As the BI Hub Leader and member of the BI Leadership Team, this role is responsible for participating and implementing BI’s business strategy.
• Provide subject matter expertise to BI leaders in their functional area, staying up to date with best practices, technologies, and market trends.
• Collaborate with cross-functional teams, including Product, Actuary, Analytics, Underwriting, Distribution, IT, and Finance.
• Represent the organization to external stakeholders, including clients, partners, and regulators.
• Develop and implement training programs to ensure staff are equipped to handle new technologies and processes.
• Identify skill development needs, areas of improvement, and skill gaps within team members, and facilitate mentorship and learning opportunities to improve their skills.
• Ensure that new hires are seamlessly integrated into the team and culture.
• Act as a “talent magnet” in the markets, universities, and internally. The BI Hub Leader plays a critical role in recruiting for positions within their job families and areas of expertise, assessing technical and domain-specific skills.
• Lead by example, conduct performance reviews in partnership with BI leaders, provide constructive feedback, and help FBS hub members grow their careers.
• Acts as a representative for any BI FBS needs, escalations, development and support.

XML job scraping automation by YubHub

The Personal Lines (PL) Hub Leader contributes to Personal Lines strategy, integrates into the PL senior leadership team, leads both people and business initiatives, and tracks performance outcomes. This role enhances subject matter expertise, identifies skill gaps, facilitates mentorship, conducts performance reviews, and promotes knowledge-sharing. The PL Hub Leader focuses on collaboration, process improvement, and skill development within PL functions. They recruit, assess, and select top talent, ensuring smooth integration and empowering team members. The PL Hub Leader works closely with HR Business Partners on strategic workforce planning to create / redesign job descriptions, understand demand and prioritize hiring needs. They establish and implement strategic initiatives to achieve profitable growth, surplus objectives, business operating targets, and optimal org design.

Responsibilities include product management, actuarial, transformation, customer experience, business support services, and underwriting and collaboration with heads of critical functions such as Head of Distribution, PL IT, and PL Finance to achieve results.

Data Governance & Analytics:

• Develop and implement data analytics strategies to improve operational efficiency, identify trends, and make data-driven decisions.
• Leverage data analytics to improve risk management, underwriting, processing, and other operational areas.
• Identify and implement new data sources, analytics tools, and methodologies to enhance data-driven decision-making.
• Provide insights and recommendations to leadership based on data analysis.

Digital Transformation:

• Lead digital transformation initiatives to improve customer experience, automate processes, and enhance operational capabilities.
• Identify and implement new digital technologies and tools to improve efficiency and effectiveness.
• Develop and execute digital transformation roadmaps, ensuring alignment with business objectives.
• Collaborate with technology teams to ensure the successful implementation of digital transformation initiatives.
• Provide training and support teams for adapting to new processes, technologies, and methodologies.
• Monitor and evaluate the impact of changes, ensuring continuous improvement and alignment with organizational objectives.

Leadership and Collaboration:

• As the Personal Lines Hub Leader and member of the PL Leadership Team, this role is responsible for participating and implementing PL’s business strategy.
• Provide subject matter expertise to PL leaders in their functional area, staying up to date with best practices, technologies, and market trends.
• Collaborate with cross-functional teams, including Product, Actuary, Analytics, Underwriting, Distribution, IT, and Finance.
• Represent the organization to external stakeholders, including clients, partners, and regulators.
• Develop and implement training programs to ensure staff are equipped to handle new technologies and processes.
• Identify skill development needs, areas of improvement, and skill gaps within team members, and facilitate mentorship and learning opportunities to improve their skills.
• Ensure that new hires are seamlessly integrated into the team and culture.
• Act as a “talent magnet” in the markets, universities, and internally. The PL Hub Leader plays a critical role in recruiting for positions within their job families and areas of expertise, assessing technical and domain-specific skills.
• Lead by example, conduct performance reviews in partnership with BI leaders, provide constructive feedback, and help FBS hub members grow their careers.
• Acts as a representative for any PL FBS needs, escalations, development and support.

Key Responsibilities:

• Data Governance & Analytics
• Digital Transformation
• Leadership and Collaboration

Requirements:

• Extensive experience in senior leadership roles within commercial insurance operations, data analytics, and transformation across multiple entities and geographies, with a strong focus on change management.
• Proven ability to recruit, assess, and hire top talent for both individual roles and group functions.
• Demonstrated experience in leading high-level initiatives and assignments.
• Skilled in contributing to business strategies and roadmap planning.
• Strong performance management skills, including conducting performance reviews and providing constructive feedback.
• Proven track record of integrating new hires and fostering high-performance team cultures.
• Experienced in promoting knowledge sharing and best practice.
• Insurance (P&C/Personal Lines) background experience is required
• Fluent in English

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive benefits package
• Flexible work arrangements (remote and/or office-based)
• Dynamic and inclusive work culture within a globally renowned group
• Private Health Insurance
• Paid Time Off
• Training & Development opportunities in partnership with renowned companies

XML job scraping automation by YubHub

You will collaborate with internal teams, agents, and customers to provide clarity on underwriting guidelines and decisions. As a subject matter expert, you will also contribute insights to improve underwriting strategies, tools, and communication practices, while supporting team learning and continuous improvement.

Key responsibilities include:

• Evaluating new and renewal property risks based on inspection reports, aerial imagery, and available data sources
• Applying underwriting guidelines and professional judgment to determine risk eligibility
• Validating home replacement cost estimates (RCE) and ensuring proper insurance-to-value (ITV) alignment
• Updating policies as needed to reflect accurate risk classification and valuation
• Responding to agent, customer, and internal inquiries regarding underwriting decisions via chat and email
• Communicating underwriting philosophies, guidelines, and expectations clearly to stakeholders
• Leveraging AI-supported tools and data models to enhance underwriting decisions
• Sharing insights and observations to support improvements in underwriting guidelines and strategy
• Participating in calibration sessions, business reviews, and underwriting meetings to strengthen expertise
• Contributing to the development of team knowledge and best practices

XML job scraping automation by YubHub

This includes leading Enhanced Due Diligence (EDD), assessing high-risk merchants, and ensuring compliance with regulatory, card scheme, and payment channel requirements. You will work closely with internal stakeholders, support team development, and act as a key decision-maker for escalated and high-impact cases.

The role requires strong hands-on experience in underwriting, the ability to make sound risk decisions, and the capability to translate risk insights into practical actions.

Key responsibilities include:

• Evaluating and underwriting new and existing merchant applications, including high-risk industries and complex business models
• Conducting Enhanced Due Diligence (EDD) and assessing risks across business model, MCC, transaction flow, and geography
• Making approval, conditional approval, or rejection decisions based on risk assessment and business considerations
• Assessing exposure risk with clear understanding of financial impact, liability implications, and impact to merchant performance

• Performing ongoing risk assessments and detailed reviews of merchant portfolio to identify high-risk behaviours
• Overseeing Ongoing Due Diligence (ODD) and ensuring merchants meet regulatory, card scheme, and payment channel requirements
• Monitoring merchant performance including chargeback ratios, abnormal transaction behaviour, and compliance indicators
• Recommending appropriate actions such as review, restriction, or termination based on risk findings

• Demonstrating strong understanding and hands-on experience with card schemes (e.g. Visa, Mastercard) and their rules and requirements
• Ensuring merchant compliance with card scheme and payment channel requirements (including e-wallets and PayNet), including prohibited categories and monitoring thresholds such as excessive chargebacks
• Applying scheme and channel requirements in underwriting decisions and ongoing risk management

• Supporting the Manager in guiding the underwriting team and providing day-to-day direction
• Mentoring junior analysts by reviewing cases, providing feedback, and guiding decision-making
• Ensuring consistency, accuracy, and adherence to underwriting standards and risk policies

• Developing and refining underwriting frameworks, EDD and ODD processes, and risk management practices
• Identifying gaps and implementing improvements to strengthen risk controls and operational efficiency
• Ensuring internal policies remain aligned with regulatory, card scheme, and payment channel requirements

• Acting as the key contact for escalated and complex risk cases, providing clear analysis and recommendations
• Supporting relevant business units by providing underwriting insights and risk assessment support for complex or escalated cases
• Collaborating with Business, Operations, Dispute, and Compliance teams to support decision-making
• Preparing and presenting risk insights, analysis, and reports to senior management

Experience Level: senior

XML job scraping automation by YubHub

As an Analyst, Underwriter – Asset Based Finance, you will work directly with Portfolio Managers to underwrite, risk assess, and analyze asset-based finance, asset-based lending, and corporate lending transactions.

Key responsibilities include:

• Setting up covenant packages, risk ratings, and monitoring KPIs
• Analyzing new prospects for credit quality, including financials and projections
• Evaluating collateral from a broad spectrum of industries for suitability for asset-oriented facilities
• Preparing internal documentation to evaluate new opportunities, including pre-screens and final approval documentation
• Working closely with risk management on approvals and presenting borrower and structure to the risk committee to secure deal approval

The position is well-suited for candidates who excel in fast-paced, entrepreneurial credit environments and enjoy managing multiple workflows with high accountability.

Hands-on involvement in underwriting, diligence, financial statement analysis is a must.

Qualifications:

• 5+ years direct experience in credit, underwriting, and structuring of asset-based and corporate lending transactions
• Familiarity with asset-based finance, asset-based lending across broad industries, including specific sector risks and nuances
• Significant market knowledge of balance sheet and off-balance sheet structures
• Knowledge of legal documentation (commitment papers, term sheets, credit agreements, intercreditor agreements, etc.)
• Ability to produce excellent underwriting work product with detailed up/down analysis

Required skills include analytical thinking, attention to detail, financial analysis, underwriting, portfolio management, and prioritization.

XML job scraping automation by YubHub

We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts.

In this role, you will leverage your expertise in equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes to support the training of AI systems.

Responsibilities

• Utilize proprietary software to provide accurate input and labels for ECM investment banking projects, ensuring high-quality data for AI model training.
• Deliver curated, high-quality data for scenarios involving equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes.
• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assist in designing and improving efficient annotation tools tailored for ECM investment banking data.
• Select and analyze complex problems in ECM investment banking fields aligned with your expertise to enhance AI model performance.
• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Basic Qualifications

• Professional experience in ECM investment banking or related fields (e.g., ECM analyst, associate, vice president or director in investment banking focused on equity capital markets).
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organisational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in ECM investment banking.

Preferred Skills and Experience

• Relevant certification or advanced training (e.g., Series 7, Series 63, Series 79, CFA, or similar finance-related certification).
• Experience mentoring or training others in ECM investment banking practices, such as financial modelling, underwriting, bookbuilding, or equity issuance.
• Comfort with recording audio or video sessions for data collection.
• Familiarity with AI or data annotation workflows in a technical setting.

Location and Other Expectations

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Compensation and Benefits

US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.

Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.

XML job scraping automation by YubHub